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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,169 | $42,546+163.6% | $71,796+56.2% | $55,167+103.3% |
| Participation rate | 3.2% | 59.1%-55.9pp | 69.1%-65.9pp | 69.0%-65.8pp |
| Annual return | 9.81% | 12.36%-2.6pp | 78.04%-68.2pp | 169.23%-159.4pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $227 | $2,064-89.0% | $2,794-91.9% | $3,054-92.6% |
| Admin fee / account holder | $24,147 | $650+3617.0% | $4,815+401.5% | $504+4691.9% |